Bright Futures Wealth Management, LLC. DDFM — INNOVATOR ETFS TRUST

Ownership history in Bright Futures Wealth Management, LLC.  ·  2 quarters on record

AI Ownership Summary

Bright Futures Wealth Management, LLC. reported INNOVATOR ETFS TRUST (DDFM) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q1. The latest visible filing shows DDFM at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DDFM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bright Futures Wealth Management, LLC.'s position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DDFM was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bright Futures Wealth Management, LLC. held DDFM — position size vs. price
% of Fund (quarterly)    DDFM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 71.7% +2.0% ❌ 10,569 -26,755 -71.7% 0.13% $209K 2026-07-24 $19.78
2026 Q1 INITIATED — — — 37,324 — — 0.48% $701K 2026-04-15 $19.35

🏢 Other funds also holding DDFM

As of 2026 Q3 — sorted by position size

Cape Investment Advisory, Inc. 0.41% WORLD EQUITY GROUP, INC. 0.09% GILPIN WEALTH MANAGEMENT, LLC 0.01%

FAQ About Bright Futures Wealth Management, LLC. and DDFM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bright Futures Wealth Management, LLC. reported owning DDFM?

Bright Futures Wealth Management, LLC. reported DDFM across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported DDFM position in Bright Futures Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for DDFM was 0.48% in 2026 Q1.

What is the latest reported DDFM position on this page?

The most recent filing on this page is 2026 Q2, when Bright Futures Wealth Management, LLC. reported 10,569 shares, equal to 0.13% of portfolio, with an estimated market value of $209K.

What does the chart on this DDFM ownership page compare?

The chart compares Bright Futures Wealth Management, LLC.'s quarterly DDFM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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